![Goodall-Smith Wealth Management](https://media.trabajo.org/img/noimg.jpg)
Client Services Apprentice
1 week ago
Are you looking for an exciting new adventure in Business? We're looking for a Client Services Administrator to join us for a Level 3 Business Administration Apprenticeship over 18 months within our successful finance wealth management practice in Berkshire.
'Goodall-Smith Wealth Management' is a highly successful partner practice of St James Place Wealth Management Plc (SJP), a leading FTSE 100 UK Company. We advise on a range of Financial Investment & Retirement products, helping our high net worth clients achieve their personal financial objectives. We offer a first-class service to all our clients. You will be an integral part of our small and very busy office in the centre of Twyford, 5 mins walk from the station, ensuring we deliver exceptional outcomes for our clients.You'll be given full training on all systems and processes and supported by your designated apprenticeship mentor. In addition to helping learn your new role, they will be on hand to support you with your coursework. All training will take place at the office in Twyford.
Basic salary will increase to a minimum of £17,500 plus bonus on completion of the apprenticeship.
In addition, from day one, you'll benefit from our bonus scheme, 33 days paid holiday, 3% employer pension contributions, local gym membership and company events.
What will you be doing?
- You'll be a vital part of Client Services, working together as a team to meet our clients' finance needs.
- You'll be exposed to every role in the team, supporting, making suggestions for improvements and contributing to our team goals, understanding how a small business works.
- You'll follow methodical processes to enable the advisor to make suitable recommendations.
- You'll manage post, send regular updates to clients and the team and compile meeting notes.
- You'll provide a meet and greet hospitality service to our client's visiting the office.
Desired skills
Communication skills, IT skills, Attention to detail, Organisation skills, Administrative skills, Analytical skills, Logical, Team working, Initiative
We believe in investing in talent and bringing individuals with us on our journey. College/school leavers and graduates are desirable for this role. After completion of the apprenticeship there is further opportunity to progress within the Practice and within the finance industry.
In time, you will also have access to SJP's Paraplanner and Financial Advisor 'Career Academies' should you wish to pursue this career path.
Twyford sits on the main train line to London Paddington, between Maidenhead and Reading as well as being a station on the new Elizabeth Line.
Job Types:
Full-time, Permanent, Apprenticeship
Salary:
From £16,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
- Gym membership
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location:
One location
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